MACOM Remains Laser-Focused on Semiconductors
The semiconductor industry is undergoing a transformative round of mergers and acquisitions, with major names such as Intel, Avago and NXP all taking part in a consolidation process driven by the search for economies of scale and the pursuit of hot opportunities, such as IoT and connected cars, broadband and data center efficiencies. (See More Chips Fall: NXP Buys Freescale, Intel to Acquire Lantiq and Avago Eyes Enterprise Storage With Emulex Buy.)
Bit Parts: 100G Driving Revenue Growth
Several optical components suppliers have reported quarterly earnings recently, and the big theme across all of them is that 100G demand is providing a major revenue boost and painting bright near-term outlooks. M/A-COM Technology Solutions Inc. reported fiscal first-quarter revenue of $114.9 million. Within that figure, revenue from 100G optical products was up 35%, despite presumed seasonally soft activity throughout the sector.